Scan and password protect documents directly on iOS. Encrypt files and set passwords to PDFs. Share documents while maintaining encryption. Automatically detect document borders for accurate scanning. Manually adjust scans as needed.
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
The app provides mobile access to bank accounts, allowing users to view balances and transaction history. Users can also deposit checks, manage cards, and transfer funds conveniently from their phones.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Manage accounts and finances through real-time balance checks, transaction history viewing, and pending transaction tracking. Initiate fund transfers, send secure messages, and locate nearby branches.
Create and customize cards with contact details, social media links, and attached documents. Share via SMS, email, or social media. Manage and organize contacts through a personal Prospect Center.
Create and customize cards with personal details, colors, and logos. Share contact info via QR code. Recipients instantly receive your information upon scanning.
Create and share instantly via QR code, NFC tap, email, text, or shareable link. Store contact information, company details, and social media profiles. Edit card design and add logos. Share directly from mobile without printing.
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs. Connect via media, email, or text. Set up client libraries and manage communication directly from the .
Connect, track, and grow your business relationships
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs, and distribute them via social media, email, or text. Set up follow-ups and monitor engagement metrics.
Scan documents with high-quality image capture and auto-edge detection. Extract text using OCR technology. Save and organize files in folders. Share documents via email or cloud services. Add notes and tags for quick reference.
Register to create a digital business card. Exchange, save, and download cards easily. Update contacts and generate a QR code. Find people nearby. Share your card via a unique link or email signature. No physical cards required.